Every nonprofit can benefit from a tax advisor who can keep track of all the compliance requirements imposed on tax-exempt organizations and alert the nonprofit to tax risks. The firm provides a full range of tax advice and tax return preparation for nonprofits just starting out and established tax-exempt organizations.
What inspires your nonprofit organization? Your mission will be enhanced by the confidence that the firm is advising your organization on how to apply the often complex tax exempt rules to real-world everyday operations and strategic decisions.
The firm enjoys working with military-related nonprofits that encourage volunteerism, community philanthropy and increased opportunities for military spouses.
Advice on state nonprofit incorporation procedures, governance documents, and annual filings.
Recommendations on tax-exempt types & assistance with Forms 1023, 1024, and 8976.
State income and sales tax exemption filings, as well as charitable solicitation registration.
Late applications for tax-exemption seeking retroactive exemption & reinstatement of exemption after revocation.
The firm can advise your nonprofit organization on a full gamut of tax issues impacting nonprofit activities, including governance issues, employment classification & compensation, overseas operations, donor disclosure, co-ventures, and thrift shops or gift shops.
The firm has extensive experience preparing complicated returns and can represent the organization in controversy issues before the IRS.
Employment tax calculations and exemptions can be difficult to analyze. The firm can assist the organization in navigating federal and state rules.
In addition to preparing annual federal and state information returns, as well as employer returns, the firm can advise on unrelated business income tax issues, prior year returns, and penalty analysis.
As a military spouse, Candice is familiar with military family, servicemember and veterans issues. The firm welcomes the opportunity to help military-related nonprofits startup, grow, and learn about tax & nonprofit compliance. Representative clients include: